About Us

About Our Financial Services Recruiting Firm

Founded in 2000, and headquartered in Los Angeles, Willis Consulting is a boutique search firm that specializes in the complex and unique needs of established financial advisors.

We service a broad range of clients specifically in the financial services space throughout the United States, including:

  • national wire-house brokerage firms
  • regional brokerage firms
  • independent broker dealers
  • bank brokerage channels
  • HNW and UHNW investment boutiques

  • custodians
  • RIA’s
  • investment banks
  • boutique asset management firms

We Understand Your Needs

We understand each client situation is unique and requires a tailored approach. Willis Consulting is dedicated to investing time, energy, and hard work to create trust and credibility with our client firms. This formula has spelled success for us since our inception and speaks to our integrity. Our established clientele continue to partner with us because we are knowledgeable of their unique needs, results driven, professional, and most importantly confidential.

Over the last decade Willis Consulting has successfully been working with Branch Managers and Financial Advisors in business development. Our highly experienced and unique financial executive recruiters are veterans of their industry and most have actually worked in the financial services arena as producers or managers.

Over the years, they have developed vast networks, resources and relationships which enable them to present career candidates with opportunities which meet their goals and career objectives. We invite you to view the background and qualifications of our executive recruiters.

Incoming search terms for this article:

Willis Consulting com